Articles Posted in the Financial Planning Category
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Financial Planning Practice Standards
Financial Planning Practice Standards You may be confused about how to distinguish Financial Planning from other kinds of financial advice. To help you understand what to expect from the Financial Planning process, CFPCMpractitioners follow certain standards – called Financial Planning Practice Standards – when providing Financial Planning advice. Practice Standards describe the process you should [...]
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Why CFP Certificant?
Choosing a Financial Planner may be one of the most important decisions you make for yourself and your loved ones. Financial Planners can provide you and your family with guidance over your lifetime, or work with you to address specific concerns as needed. Regardless of how you choose to work together, a planner can play [...]
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Common Mistakes in Financial Planning Approach
Common Mistakes in Financial Planning Approach The following are some of the common mistakes made by consumers in their approach towards Financial Planning Don’t set measurable goals. Make a financial decision without understanding its affect on other financial issues. Confuse Financial Planning with investing. Neglect to re-evaluate their Financial Plan periodically. Think that [...]
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Financial Planning Process
You may be confused about how to distinguish Financial Planning from other kinds of financial advice. To help you understand what to expect from the Financial Planning process, CFPCMpractitioners follow certain standards – called Financial Planning Practice Standards – when providing Financial Planning advice. Practice Standards describe the process you shouldreasonably expect a Financial Planner [...]
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Financial Planning Basics
Financial Planning is the process of meeting your life goals through the proper management of your finances. Life goals can include buying a house, saving for your child’s higher education or planning for retirement. The Financial Planning Process consists of six steps that help you take a ‘big picture’ look at where you are currently. Using [...]
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